05/13/2013
Swiss private bank EFG International plans to return more cash to shareholders having emerged from a two-year restructuring campaign to get back into profit, its chief executive told Reuters.
05/13/2013
Lord Jacob Rothschild's investment company RIT Capital Partners has seen its assets exceed the £2 billion mark for the first time in its history.
05/12/2013
The purpose of this study was to measure the psychological impact of the 2008 financial crisis on financial planners.
05/12/2013
Sometimes advisers feel they have a mission or a calling
05/12/2013
HSBC puts a slice of private bank up for sale
HSBC has put part of its global private bank up for sale. It has reclassified assets as non-core, which reduced revenues and pushed the operation into the red in the first three months of this year.
05/12/2013
Tutors International report a rise in enquiries from private wealth managers they extend their services beyond financial and investment management and into lifestyle and domestic affairs.
05/12/2013
JO Hambro Investment Management went into its March part management buyout from Credit Suisse on the back of a near 10% rise in profits in 2012
05/12/2013
Hewins Financial has designed Cue in affiliation with Wipfli LLP as a strategic partnering platform for select CPA and RIA firms
05/12/2013
Premier Asset Management has streamlined its fund range in a move to broaden its appeal in the wealth management market
05/12/2013
Our business has grown significantly over the last few years
05/12/2013
Ahead of new regulation and with a mind to tap new institutional clients, two German asset management firms have started their own US property group.
05/12/2013
It's the world's largest bank by total assets
05/11/2013
Persuading wealthy supporters to stump up thousands of pounds to secure their kids internships
05/10/2013
Customer service has been at the heart of a new strategy by private bank Duncan Lawrie
05/09/2013
The 65-page guide to travel will be distributed with Tatler magazine in Hong Kong and Singapore in May.
05/09/2013
Stanchart Said in Final Talks to Buy India Wealth Unit
Standard Chartered Plc, the U.K. bank that earns most of its profit in Asia, is in final talks to buy Morgan Stanley’s Indian wealth management unit, two people familiar with the discussions said.
05/09/2013
New postgraduate degree responds to demand for specialist training in wake of Retail Distribution Review
05/09/2013
West Midlands are poised to help kick-start an economic upturn despite the slow pace of recovery
05/09/2013
Overall it was a mixed quarter for F&C's strategic partners arm as positive performance
05/09/2013
China's bond market regulator closed off a loophole on Friday